StockDriftsStockDriftsTop 50 R. W. Roge & Company, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 15.48% | 54.3K | $32.5M | -0.05%(-27) | $288.34(+137.51%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 13.24% | 63.6K | $27.8M | -3.76%(-2.48K) | $35.93(+137.98%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 9.68% | 103.4K | $20.3M | -1.95%(-2.06K) | $149.97(+46.14%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 8.12% | 285.8K | $17.0M | +88.04%(+133.80K) | $59.44(-1.08%) | 2026-03-31 | |
| GLDM | WORLD GOLD TR | 6.36% | 143.8K | $13.3M | -0.96%(-1.39K) | $38.29(+112.93%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 4.52% | 370.0K | $9.5M | -8.05%(-32.41K) | $12.12(+142.57%) | 2026-03-31 | |
| VPLS | VANGUARD MALVERN FDS | 3.97% | 107.3K | $8.3M | +1691.20%(+101.29K) | $77.88(-0.87%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 3.24% | 174.3K | $6.8M | -2.23%(-3.98K) | $31.28(+32.95%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.68% | 17.5K | $5.6M | -0.34%(-59) | $199.30(+85.03%) | 2026-03-31 | |
| DEXC | DIMENSIONAL ETF TRUST | 2.62% | 84.7K | $5.5M | -1.79%(-1.54K) | $48.36(+63.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.19% | +48.88% |
| Top 20 Holdings Unweighted | +13.63% | +46.73% |
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